Mowery & Schoenfeld Wealth Management’s Blackrock BLK Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio BLK Stock Details BLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$548K	Sell	570 -3	-0.5%	-$3.16K	0.84%	25
2025 Q4	$613K	Buy	573 +11	+2%	+$12K	0.89%	22
2025 Q3	$655K	Sell	562 -78	-12%	-$87.2K	1.13%	17
2025 Q2	$672K	Sell	640 -6	-0.9%	-$5.67K	1.02%	18
2025 Q1	$611K	Buy	646 +6	+0.9%	+$5.88K	1.2%	18
2024 Q4	$656K	Buy	640 +626	+4,471%	+$635K	1.28%	16
2024 Q3	$13.3K	Buy	+14	New	+$12.1K	0.02%	162

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BLK Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Blackrock (BLK) stake by 0.52% in Q1 2026, selling an estimated $3.16K and leaving 570 shares worth $548K. The position accounts for 0.84% of the portfolio, ranked #25.

Mowery & Schoenfeld Wealth Management first reported a position in BLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $672K in Q2 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 570 shares of Blackrock worth $548K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 3 Blackrock shares in Q1 2026, an estimated $3.16K.
Blackrock made up 0.84% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #25 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Blackrock in Q3 2024 and has held it in 7 quarters since.
Mowery & Schoenfeld Wealth Management's Blackrock position peaked at $672K in Q2 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.